Jean Qiu is a financial advisor at The Bollard Group LLC in Boston, MA, holding a Series 65 designation with seven years of industry experience. She has been with The Bollard Group since 2020 and was previously with the same firm from 2005 to 2020. The Bollard Group is a multi-family office serving high-net-worth individuals, trusts, charitable foundations, and family-centric companies. The firm offers discretionary and non-discretionary investment management, tax and estate planning, and other wealth-management services, employing active management strategies across various asset classes and managing over $6.7 billion in assets.

Matthew Lichtman is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 14 years of industry experience, including seven years at Goldman, Sachs & Co. and five years at Advisory Services Network. In addition to his advisory work, Lichtman is the managing member of Lichtman & Associates, LLC, a law firm based in Wellesley, MA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a wide range of investment strategies tailored to client objectives and risk tolerances.

Neil Blicher is a CFP® with 30 years of industry experience, currently serving at Choreo, LLC since 2022. Prior to joining Choreo, he spent six years at RSM US Wealth Management LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporations, retirement plan sponsors, endowments, and institutional clients. The firm’s investment approach combines strategic asset allocation with quantitative screening and investment committee oversight, offering a range of services from portfolio management to retirement plan consulting.

John Cole is a financial advisor at Accelerate Retirement with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at John Hancock and Lion Street Financial, among other firms. From 2007 to 2017, he was employed at Oakley Country Club. Accelerate Retirement serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and employer plan sponsors. The firm offers retirement plan consulting, discretionary investment management, financial planning, and fiduciary services, implementing customized portfolios through a network of adviser representatives with a focus on long-term investment strategies.

Ariel Dangelo is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked in both financial services and real estate, including roles at MassMutual Life Insurance Company and Messina Realty Collective. Outside of advisory work, she is involved in real estate as a licensed agent and business advisor, and she serves as CEO and president of a startup developing budgeting and financial literacy software. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers a range of investment advisory services, including financial planning, portfolio management, and retirement plan consulting, utilizing a platform that supports both direct and third-party managed accounts.

Hamid Omid is a CFP® and ChFC® with 34 years of industry experience. He has been with Mutual Advisors, LLC since 2020, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Outside of his advisory work, he is president of Prime Solutions Insurance Brokerage, Inc., an insurance agency specializing in property and casualty insurance, fixed life insurance, and annuities. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, utilizing active and passive strategies supplemented by third-party tools and managers.

John Fenton is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA. He has worked with LPL Financial, LLC since 2010 and has been affiliated with Flagship Harbor Advisors for the same period. Outside of his advisory role, he offers fixed life insurance policies and fixed annuity contracts through Pinnacle IFS. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a diversified investment approach including mutual funds, ETFs, individual securities, and separately managed accounts, supported by a team of about 60 advisors.

Tamer Alamuddin is a CFA® charterholder with 14 years of experience at Choate Investment Advisors and eight years in the financial industry. He is based in Boston, MA. Choate Investment Advisors is an SEC-registered firm serving high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm’s investment approach focuses on diversified asset allocation tailored to clients’ risk tolerance and incorporates index exposures, select active managers, and private fund vehicles to provide private equity access.

George Conway Jr. is a Series 65 licensed financial advisor with seven years of industry experience, currently with Mission Wealth Management, LP since 2024. He previously worked at Charles Carroll Financial Partners, LLC, and spent six years at St. Sebastian's School. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management services, including portfolio management, financial planning, and institutional retirement plan services, with an emphasis on long-term investment strategies and a tiered service model tailored to client needs.

Winfield Grimm is a financial advisor at RWA Wealth Partners in Boston, MA, holding a Series 65 designation with 10 years of industry experience. He has worked with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2015 through its various organizational forms. RWA Wealth Partners provides investment management, financial planning, integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm’s investment approach centers on strategic asset allocation and combines fundamental and quantitative methods across its open-architecture platform and internally managed strategies.

Kevin Albano is a financial advisor at Santander Securities LLC in Boston, MA with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has worked at Santander Bank, NA and has diverse experience in various industries including fitness and maritime operations. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to lending and insurance products, focusing primarily on retail investors.

Andrea Anastasio is a Series 65-licensed advisor with one year of industry experience. She is currently affiliated with Advisory Solutions Group and True North Wealth Advisors, with prior experience at CS Planning Corp, MassMutual, and State Street Investment Management. Andrea serves as a board member of The American Fondouk, a nonprofit veterinary hospital supporting working equines in Fez, Morocco. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Davis Wilson is a financial advisor at McAdam LLC in Boston, MA, holding a Series 66 designation with nine years of industry experience. His work history includes roles at Madison Avenue Securities and Purshe Kaplan Sterling Investments, alongside his ongoing tenure at McAdam LLC. McAdam LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages portfolios on a discretionary basis, employing a range of traditional and alternative investment strategies, supported by proprietary planning products and monitored use of AI tools.

Brendan Bayron is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds the Series 66 designation and has previously worked with firms including Rise North Capital and Voya Financial Advisors. In addition to his advisory role, he is involved with Rise North Capital as an insurance agent, dedicating a significant portion of his time to this activity. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, using a range of investment products and an extensive network of affiliated entities.

Dallis Goodson is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Moors & Cabot, Inc. and has previously worked at Citizens Securities Inc., Citizens Bank, and Clarfeld Financial Advisors, LLC. Outside of his advisory work, Goodson serves as Chair of the Finance Sub-Committee for the RI Trucking Association, Treasurer for the nonprofit Community Care Alliance, and is involved in planning events for the Estate Planning Council of Rhode Island. Moors & Cabot, Inc. provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Max Winthrop is a financial advisor with Winthrop Wealth in Boston, MA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Winthrop Advisory Group LLC since 2017 and previously spent 10 years with LPL Financial, LLC. Outside of his advisory work, he is an owner of Cirque Holding, LLC. Winthrop Wealth serves a broad client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated private wealth management focused on long-term, prudent investment strategies implemented through an Investment Committee process, utilizing both internally managed strategies and external managers with human oversight of investment decisions.

Jared Sweeney is a CFP® professional with 15 years of industry experience currently affiliated with Mission Wealth Management, LP. His prior roles include positions at Lion Street Financial, PRW Wealth Management, and Contravisory Investment Management. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and institutional retirement services, utilizing a tiered service model and emphasizing long-term investment strategies with a range of traditional and alternative assets.

Michael Jund is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and Hornor Townsend & Kent Inc. He is also an insurance agent specializing in life, accident, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations, offering financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives.

Noel Blair is a CFA® charterholder at Congress Asset Management Company, LLP with 4 years of industry experience. He has been with Congress Asset Management since 2001. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors. The firm employs a bottom-up, research-driven investment process focused on growth, profitability, franchise strength, and valuation, delivering strategies through separate managed accounts and model portfolios.

Justin Oates is a CFP® professional with six years of industry experience, currently serving at Northeast Investment Management, Inc. in Boston, MA. He has been with the firm since 2011. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and institutions, with a focus on diversification and client-specific constraints. The firm combines high account minimums with estate and administrative services and manages approximately $2.94 billion with a small advisory team.